FREE TAX BUSINESS LAUNCH CALL • OCTOBER 10, 2026
You Already Prepare Taxes.
Now Build Something You Own.
BRG Firm helps tax professionals understand the business systems, technology, compliance, banking relationships, training, and infrastructure needed to begin building an independent tax office.
If you have been preparing returns for another company and have wondered what it would take to operate independently, this free Tax Business Launch Call was created for you. Learn how to move from simply preparing returns to building a tax business designed for long-term ownership and growth.
BUILD THE BUSINESS BEHIND THE TAX RETURNS.
Independent Tax Office Setup
EFIN & ERO Guidance
Tax Software
Bank Products
Training & Compliance
Growth Strategy
You May Be Closer to Ownership Than You Think.
If you already have tax preparation experience, a PTIN, client relationships, or even a small group of clients who trust you, you may already have part of the foundation.
The next step is understanding what needs to be built around your tax knowledge to operate independently and responsibly.
You do not need to have everything figured out before talking with BRG Firm. That is the purpose of the conversation.
THIS OPPORTUNITY MAY BE ESPECIALLY RELEVANT IF YOU ARE: A Tax Preparer Working for Another Office • An Independent Contractor Under an ERO • A Seasonal Tax Professional • A Preparer With Your Own Clients • A New Tax Business Owner • An Aspiring EFIN/ERO • An Office Owner Ready to Scale
Does This Sound Like Where You Are—or
Where You Want to Go?
Complete the Tax Business Readiness Questionnaire and tell us about your experience, current situation, and goals. We'll use your answers to make your free Tax Business Launch Call more productive.
Free consultation • Questionnaire required • No obligation
WHO THIS IS FOR
You Don’t Have to Start Over. You’re Ready to Start Building Your Own.
You may already know how to prepare tax returns, work with clients, navigate tax software, and get through a busy filing season. What you may not have been shown is how to take those skills and build an independent tax business around them.
The BRG Tax Business Launch opportunity is designed for tax professionals who are ready to explore what ownership could look like—with guidance, infrastructure, training, technology, and a path for continued growth.
This May Be You If…
You Already Prepare Taxes
You have tax preparation experience and understand the basics of serving clients, but you're currently preparing under another company, office, ERO, or organization.
You Want Your Own Client Base
You’re ready to stop building only someone else’s book of business and begin developing clients and relationships connected to your own business.
You Want More Independence
You want greater control over your brand, business decisions, services, operations, and long-term direction.
You Need the Business Side
You know taxes, but need help understanding business setup, EFIN/ERO requirements, software, bank products, compliance, WISP, workflows, pricing, and office operations.
You Want to Grow Beyond Yourself
Your vision may eventually include recruiting preparers, building a team, opening additional offices, or creating a larger tax organization.
You’re Thinking Long Term
You don't just want another tax season. You want to build an operation that can grow—and potentially create a path toward becoming a Service Bureau as your business develops and eligibility requirements are met.
WHAT WE’RE LOOKING FOR
The Right Candidate Is Ready to Build a Real Business.
BRG Firm is looking for tax professionals who are willing to learn, operate compliantly, protect taxpayer information, follow due-diligence requirements, complete required training, and put the systems in place to build a professional tax business.
This isn't positioned as an instant-income opportunity or a shortcut around IRS requirements. It's an opportunity to learn how to build the business behind the tax return.
RESERVE YOUR SPOT
Join the Free Tax Business Launch Call
FREE
READY TO BUILD YOUR OWN?
Take the First Step Toward Independent Ownership.
Reserve your spot on the Free Tax Business Launch Call and see how BRG Firm can support your path from preparer to owner.